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Name Holding Trade Value Shares
Change
Change in
Stake
VW
2051
Vance Wealth
California
$210K +$181K +588 New
MWA
2052
Motive Wealth Advisors
Michigan
$209K +$180K +586 New
LRPA
2053
L. Roy Papp & Associates
Arizona
$209K +$180K +585 New
SFWC
2054
Strategic Family Wealth Counselors
New Jersey
$209K +$180K +585 New
BST
2055
Bath Savings Trust
Maine
$209K +$180K +585 New
SIG
2056
Sargent Investment Group
Maryland
$209K +$180K +583 New
AIM
2057
AHL Investment Management
Florida
$208K +$180K +584 New
CSA
2058
Cottage Street Advisors
Massachusetts
$208K +$180K +584 New
3IP
2059
3Chopt Investment Partners
Virginia
$208K +$179K +582 New
RWM
2060
Refined Wealth Management
Utah
$208K +$179K +582 New
CCA
2061
Conservest Capital Advisors
Pennsylvania
$207K +$179K +580 New
SSC
2062
Syverson Strege & Co
Iowa
$207K +$179K +580 New
VV
2063
Verity & Verity
South Carolina
$207K +$179K +580 New
FFC
2064
Frederick Financial Consultants
Maryland
$206K +$178K +578 New
RMC
2065
Resources Management Corp
Connecticut
$205K – – –
Nomura Holdings
2066
Nomura Holdings
Japan
$205K -$38.2M -124,193 -100%
CTC
2067
Cetera Trust Company
Minnesota
$205K -$15.4K -50 -8%
BL
2068
Balentine LLC
Georgia
$204K +$176K +572 New
CPCM
2069
Cardinal Point Capital Management
Ontario, Canada
$203K +$176K +570 New
TWM
2070
Tanager Wealth Management
United Kingdom
$203K +$176K +570 New
OA
2071
Operose Advisors
Wisconsin
$203K – – –
BC
2072
Barrett & Company
Rhode Island
$203K – – –
SMA
2073
Seven Mile Advisory
New Jersey
$203K +$175K +568 New
PCM
2074
Princeton Capital Management
New Jersey
$202K +$175K +567 New
HBWM
2075
Hollow Brook Wealth Management
New York
$202K +$174K +565 New